NEW FEATURE REQUEST

Transactions

Showing 64 of 868

Track whether membership benefits have been delivered

When a membership comes with physical benefits, I want a way to track whether the benefits have been delivered so I can be confident the member received them and identify members who haven't received their benefits yet.
about 1 month ago in Transactions 0 Not Prioritized

Update details on a refunded payment

Update details on a refunded payment, such as the acknowledgement status or note, without removing and re-adding the refund.
3 months ago in Transactions 0 Not Prioritized

Ability to add more than one fundraiser per transaction

Often times we have more than one fundraiser per transaction. It would be nice to be able to select multiple fundraisers on the new function rather than just one.
4 months ago in Transactions 0 Not Prioritized

Set up non-deductible amounts for each installment when creating a pledge schedule

Set up non-deductible amounts for each installment when creating a pledge schedule so that when the payment is created (manually or by auto-processing) the non-deductible amount can be filled in automatically. This could help: Alert someone who is...
6 months ago in Transactions 0 Not Prioritized

Option to send an acknowledgement email when creating a split payment

Option to send an acknowledgement email when creating a split payment. Currently, the available communication workflows are: Send an email or letter from Communications Send an acknowledgement letter when creating a split payment (available for ea...
8 months ago in Transactions 1 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
8 months ago in Transactions 0 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
10 months ago in Constituents / Transactions 0 Not Prioritized

Improvements to tracking when only some of a donor's donations are anonymous

Improvements to tracking when only some of a donor's donations are anonymous so that you can differentiate which gifts they want to be anonymous and which ones they are okay being recognized publicly. If you like this idea, please leave a comment ...
10 months ago in Transactions 0 Not Prioritized

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
10 months ago in Transactions 0 Not Prioritized

Accept $0 membership sign-ups online

Is it possible to create a membership program with the level amounts set to zero? We are offering free membership to a few counties in KY but the transaction will not process on the online form unless the amount is greater than zero.
10 months ago in Online Fundraising / Transactions 0 Not Prioritized